- fusion_claims: added x_fc_authorizer_number to res.partner for ADP authorizer registration numbers
- fusion_claims: XML parser auto-links authorizer contact to sale order by ADP number
- fusion_claims: removed size=9 constraint from x_fc_odsp_member_id
- fusion_claims: authorizer number shown on OT/PT contact form
- fusion_so_to_po: added x_marked_for (Many2one) field definition on purchase.order
- fusion_so_to_po: added x_fc_account_number on res.partner for vendor account numbers
- Add SCSS for AI chat tables: borders, padding, zebra striping, hover, dark mode
- Style headings, code, bold text, and lists in chat messages
- Update system prompt: enforce 3-column max tables for narrow chat panel
- Use key-value (2-column) tables for summaries, split wide data into sections
- Provide explicit correct/wrong format examples in prompt
- Add Tool 6 for demographic analysis using direct SQL queries
- Age group breakdowns: clients, applications, avg apps/client, avg funding
- Device popularity by age bracket (under 45, 45-60, 61-75, 75+)
- City demographics with average age and funding per city
- Benefit type analysis (ODSP, OWP, ACSD, Regular)
- Top devices with average client age
- Overall funding summary (totals, averages, age range)
- Update AI topic and system prompt with Tool 6 routing examples
- Install markdown2 dependency for Odoo AI module
- Update system prompt with explicit markdown formatting instructions
- Add example templates for client status and billing period responses
- Use tables, bold, headings, and code formatting for clean output
- Fix _read_group override crash (dict_values not subscriptable) in sale_order.py
- Migrate _fc_tool_claims_stats from deprecated read_group() to _read_group() API
- Enrich client details tool with funding history, invoice status, prev-funded devices
- Add Client Status Lookup tool (search by name, returns orders/invoices/next steps)
- Add ADP Billing Period tool (invoiced amounts, paid/unpaid, submission deadlines)
- Update AI agent system prompt with all 5 tools and usage examples
When customers pay for ADP quotations through the portal, the system
was charging the full order amount (ADP + client portions combined).
Now correctly charges only the client portion (25% for REG clients).
Changes:
- Override _get_prepayment_required_amount() to return client portion
- Override _has_to_be_paid() to skip payment for 100% ADP-funded orders
- Add portal controller to cap payment amount at client portion
- Add portal template showing ADP funding breakdown to customer
Rental orders no longer show the "Authorizer Required?" question or
the Authorizer field. The sale type is automatically set to 'Rentals'
when creating or confirming a rental order. Validation logic also
skips authorizer checks for rental sale type.
Made-with: Cursor
Odoo 19 replaced category_id with privilege_id on res.groups.
Keep only privilege_id=False to clear it from the dropdown.
Co-authored-by: Cursor <cursoragent@cursor.com>
Rename to "Fusion: Document Lock Override" for clarity, clear
privilege_id so it appears under extra permissions instead of the
hierarchy dropdown, and add a descriptive tooltip explaining its
temporary nature and dependency on the settings toggle.
Co-authored-by: Cursor <cursoragent@cursor.com>
Remove privilege_id from portal groups so they no longer appear in the
User settings dropdown (they are auto-assigned from Contact form).
Restrict Fusion Claims settings view to managers only.
Co-authored-by: Cursor <cursoragent@cursor.com>
- New 'pending' status allows tasks to be created without a schedule,
acting as a queue for unscheduled work that gets assigned later
- Pending group appears in the Delivery Map sidebar with amber color
- Other modules can create tasks in pending state for scheduling
- scheduled_date no longer required (null for pending tasks)
- New Pending Tasks menu item under Field Service
- Pending filter added to search view
Co-authored-by: Cursor <cursoragent@cursor.com>
- Add portal gradient branding settings with 4 presets (Green/Teal,
Blue/Purple, Sunset Orange, Dark Slate) and custom color picker
- Live preview in settings, onchange updates colors reactively
- Dynamic gradient applied across portal home, CSS, and card elements
- Fix after photos visibility (conditional on resolved=yes)
- Fix technician section gating on portal repair form
- Move Create Sale Order button to form header for visibility
- Fix portal home row width inconsistency (xpath target change)
Co-authored-by: Cursor <cursoragent@cursor.com>
